<p>Omnicell (OMCL) 刚刚推出了 Titan XT，这是一种基于其 OmniSphere 云平台的新型企业级自动分发系统，此次发布已经在重塑投资者对该股票的看法。</p>
<p>查看我们对 Omnicell 的最新分析。</p>
<p>Titan XT 的推出恰逢 Omnicell 的 30 天股价回报为 30.11% 和 90 天股价回报为 51.10%，这表明势头正在迅速增强。然而，5 年总股东回报为负 60.02% 表明长期持有者仍在等待全面反转。</p>
<p>如果这种医疗自动化故事引起了你的关注，值得扫描其他可能被忽视的有前景的医疗股票。</p>
<p>尽管股价反弹，但仍远低于五年高点，并且交易价格仅略低于分析师目标价，关键问题是 Omnicell 是否仍被低估，还是市场已经在定价 Titan 驱动的增长。</p>
<h2>最受欢迎的叙述：低估 9%</h2>
<p>Omnicell 最近收盘价为 46.84 美元，而叙述的公允价值为 51.50 美元，预期在当前报价之前悄然上升。</p>
<blockquote>
<p><em>Omnicell 客户群中云原生 OmniSphere 平台的持续推出和采用将简化企业范围内的药物管理，使添加新功能和集成高级分析变得更加容易，并加速公司向更高利润、基于订阅的 SaaS 收入的过渡，支持改善的收入可预测性和净利润率。</em></p>
</blockquote>
<p>阅读完整叙述。</p>
<p>想看看这种乐观情绪中包含了什么样的收入增长和利润变化吗？真正的惊喜在于，未来的收益倍数需要多么高才能保持这个故事的完整性。想知道哪些假设必须成立才能实现这一点吗？</p>
<p><strong>结果：公允价值为 51.50 美元（低估）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，关税驱动的成本压力和 SaaS 组合转变慢于预期可能会迅速削弱嵌入 Titan 驱动的收益假设中的乐观情绪。</p>
<p>了解这个 Omnicell 叙述的关键风险。</p>
<h2>另一种观点：倍数发出警告信号</h2>
<p>虽然叙述的公允价值暗示适度上行，但当前价格暗示 105.5 倍的收益倍数。这远高于美国医疗设备行业的 29.7 倍和同行的 23.3 倍，也远高于 34.9 倍的公允比率。情绪是否再次超前于基本面？</p>
<p>查看数字对这个价格的看法——在我们的估值分析中了解更多。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/51b78626-78d5-4441-9425-694331fbd1f8/chart/pe-multiple-vs-industry?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/51b78626-78d5-4441-9425-694331fbd1f8/chart/pe-multiple-vs-industry"/></p>
<p>NasdaqGS:OMCL 截至 2025 年 12 月的市盈率</p>
<h2>构建你自己的 Omnicell 叙述</h2>
<p>如果你对这个故事有不同的看法或想自己深入研究数字，可以在几分钟内构建一个自定义视图：按照你的方式进行。</p>
<p>一个好的起点是我们的分析，强调投资者对 Omnicell 的两个关键回报的乐观情绪。</p>
<h2>寻找下一个明智的举动？</h2>
<p>在市场再次变化之前，通过 Simply Wall Street 筛选器运行新想法，确保你的优势，并排队等待下一个高信念机会。</p>
<ul>
<li>通过运行这 900 只基于现金流的低估股票来捕捉潜在的错误定价，并排队候选者，期待仍然滞后于基础现金流。</li>
<li>通过瞄准这 24 只处于机器学习和自动化需求核心的 AI 小盘股，乘势而上结构性增长趋势。</li>
<li>通过关注这 12 只收益 &gt; 3% 的股息股票，结合强劲的现金生成和持续的股东分红，增强长期收入潜力。</li>
</ul>
<p><em>这篇文章由 Simply Wall St 撰写，性质一般。<strong>我们提供基于历史数据和分析师预测的评论，采用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成买卖任何股票的推荐，也不考虑你的目标或财务状况。我们旨在为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
<p>移动基础设施用于国防和灾难</p>
<p>下一波机器人技术不是类人型的，而是完全自主的塔楼，在 30 分钟内提供 5G、ISR 和雷达，随时随地。</p>
<p>在下一轮合同之前获取投资者简报</p>
<p>由 CiTech 赞助</p>

OMCL

<p>Omnicell (OMCL) 推出了 Titan XT，一种自动化分发系统，提升了投资者的兴趣。尽管近期股价有所上涨，但长期回报仍然为负。分析师认为 Omnicell 被低估，公允价值为 51.50 美元，但对与行业同行相比的高市盈率表示谨慎。OmniSphere 平台的推出旨在增强药物管理和软件即服务（SaaS）收入。风险包括关税压力和 SaaS 转型的放缓。建议投资者探索其他医疗保健股票，并考虑人工智能和分红股票的结构性增长趋势</p>

<p>Omnicell (OMCL) just rolled out Titan XT, a new enterprise level automated dispensing system built on its OmniSphere cloud platform, and the launch is already reshaping how investors think about the stock.</p>
<div class="lb-trans"><p>Omnicell (OMCL) 刚刚推出了 Titan XT，这是一种基于其 OmniSphere 云平台的新型企业级自动分发系统，此次发布已经在重塑投资者对该股票的看法。</p>
</div><p>See our latest analysis for Omnicell.</p>
<div class="lb-trans"><p>查看我们对 Omnicell 的最新分析。</p>
</div><p>The launch of Titan XT coincides with Omnicell’s 30 day share price return of 30.11 percent and 90 day share price return of 51.10 percent, which signal rapidly building momentum. However, the 5 year total shareholder return of negative 60.02 percent indicates that long term holders are still waiting for a full turnaround.</p>
<div class="lb-trans"><p>Titan XT 的推出恰逢 Omnicell 的 30 天股价回报为 30.11% 和 90 天股价回报为 51.10%，这表明势头正在迅速增强。然而，5 年总股东回报为负 60.02% 表明长期持有者仍在等待全面反转。</p>
</div><p>If this kind of healthcare automation story has your attention, it could be worth scanning other promising healthcare stocks that might be flying under your radar.</p>
<div class="lb-trans"><p>如果这种医疗自动化故事引起了你的关注，值得扫描其他可能被忽视的有前景的医疗股票。</p>
</div><p>With shares rebounding but still well below five year highs and trading only modestly under analyst targets, the key question now is whether Omnicell remains undervalued or if the market is already pricing in Titan powered growth.</p>
<div class="lb-trans"><p>尽管股价反弹，但仍远低于五年高点，并且交易价格仅略低于分析师目标价，关键问题是 Omnicell 是否仍被低估，还是市场已经在定价 Titan 驱动的增长。</p>
</div><h2>Most Popular Narrative: 9% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙述：低估 9%</h2>
</div><p>With Omnicell last closing at 46.84 dollars against a narrative fair value of 51.50 dollars, expectations are quietly running ahead of the current quote.</p>
<div class="lb-trans"><p>Omnicell 最近收盘价为 46.84 美元，而叙述的公允价值为 51.50 美元，预期在当前报价之前悄然上升。</p>
</div><blockquote>
<p><em>The continued rollout and adoption of the cloud native OmniSphere platform across Omnicell's customer base will simplify enterprise wide medication management, make adding new features and integrating advanced analytics much easier, and accelerate the company's transition to higher margin, recurring SaaS based revenues, supporting improved revenue predictability and net margins.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>Omnicell 客户群中云原生 OmniSphere 平台的持续推出和采用将简化企业范围内的药物管理，使添加新功能和集成高级分析变得更加容易，并加速公司向更高利润、基于订阅的 SaaS 收入的过渡，支持改善的收入可预测性和净利润率。</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整叙述。</p>
</div><p>Want to see what kind of revenue runway and margin shift are baked into that optimism? The real surprise is how rich the future earnings multiple needs to be to keep this story intact. Curious which assumptions have to hold for that to work?</p>
<div class="lb-trans"><p>想看看这种乐观情绪中包含了什么样的收入增长和利润变化吗？真正的惊喜在于，未来的收益倍数需要多么高才能保持这个故事的完整性。想知道哪些假设必须成立才能实现这一点吗？</p>
</div><p><strong>Result: Fair Value of $51.50 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 51.50 美元（低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, tariff driven cost pressure and slower than expected SaaS mix shift could quickly undermine the optimism embedded in Titan powered earnings assumptions.</p>
<div class="lb-trans"><p>然而，关税驱动的成本压力和 SaaS 组合转变慢于预期可能会迅速削弱嵌入 Titan 驱动的收益假设中的乐观情绪。</p>
</div><p>Find out about the key risks to this Omnicell narrative.</p>
<div class="lb-trans"><p>了解这个 Omnicell 叙述的关键风险。</p>
</div><h2>Another View: Multiples Flash a Caution Sign</h2>
<div class="lb-trans"><h2>另一种观点：倍数发出警告信号</h2>
</div><p>While narrative fair value suggests modest upside, the current price implies a 105.5x earnings multiple. This is far richer than both the US Medical Equipment industry at 29.7x and peers at 23.3x, and well above a 34.9x fair ratio. Could sentiment be running ahead of fundamentals again?</p>
<div class="lb-trans"><p>虽然叙述的公允价值暗示适度上行，但当前价格暗示 105.5 倍的收益倍数。这远高于美国医疗设备行业的 29.7 倍和同行的 23.3 倍，也远高于 34.9 倍的公允比率。情绪是否再次超前于基本面？</p>
</div><p>See what the numbers say about this price — find out in our valuation breakdown.</p>
<div class="lb-trans"><p>查看数字对这个价格的看法——在我们的估值分析中了解更多。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/51b78626-78d5-4441-9425-694331fbd1f8/chart/pe-multiple-vs-industry" alt="" original-src="https://images.simplywall.st/company/51b78626-78d5-4441-9425-694331fbd1f8/chart/pe-multiple-vs-industry"/></p>
<p>NasdaqGS:OMCL PE Ratio as at Dec 2025</p>
<div class="lb-trans"><p>NasdaqGS:OMCL 截至 2025 年 12 月的市盈率</p>
</div><h2>Build Your Own Omnicell Narrative</h2>
<div class="lb-trans"><h2>构建你自己的 Omnicell 叙述</h2>
</div><p>If you see the story differently or want to dig into the numbers yourself, you can build a custom view in just minutes: Do it your way.</p>
<div class="lb-trans"><p>如果你对这个故事有不同的看法或想自己深入研究数字，可以在几分钟内构建一个自定义视图：按照你的方式进行。</p>
</div><p>A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Omnicell.</p>
<div class="lb-trans"><p>一个好的起点是我们的分析，强调投资者对 Omnicell 的两个关键回报的乐观情绪。</p>
</div><h2>Looking for your next smart move?</h2>
<div class="lb-trans"><h2>寻找下一个明智的举动？</h2>
</div><p>Before markets shift again, secure your edge by running fresh ideas through the Simply Wall Street Screener and lining up your next high conviction opportunities.</p>
<div class="lb-trans"><p>在市场再次变化之前，通过 Simply Wall Street 筛选器运行新想法，确保你的优势，并排队等待下一个高信念机会。</p>
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<div class="lb-trans"><ul>
<li>通过运行这 900 只基于现金流的低估股票来捕捉潜在的错误定价，并排队候选者，期待仍然滞后于基础现金流。</li>
<li>通过瞄准这 24 只处于机器学习和自动化需求核心的 AI 小盘股，乘势而上结构性增长趋势。</li>
<li>通过关注这 12 只收益 &gt; 3% 的股息股票，结合强劲的现金生成和持续的股东分红，增强长期收入潜力。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>这篇文章由 Simply Wall St 撰写，性质一般。<strong>我们提供基于历史数据和分析师预测的评论，采用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成买卖任何股票的推荐，也不考虑你的目标或财务状况。我们旨在为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div><p>Mobile Infrastructure for Defense and Disaster</p>
<div class="lb-trans"><p>移动基础设施用于国防和灾难</p>
</div><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p>
<div class="lb-trans"><p>下一波机器人技术不是类人型的，而是完全自主的塔楼，在 30 分钟内提供 5G、ISR 和雷达，随时随地。</p>
</div><p>Get the investor briefing before the next round of contracts</p>
<div class="lb-trans"><p>在下一轮合同之前获取投资者简报</p>
</div><p>Sponsored On Behalf of CiTech</p>
<div class="lb-trans"><p>由 CiTech 赞助</p>
</div>

Omnicell (OMCL) 的估值检查：新的 Titan XT 自动化平台瞄准医疗保健领域的增长